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PROGRAM DESCRIPTION
eTrain: Writing Policies & Procedures

Spelling Out Your Credit Union’s Guidelines

Do you know the special techniques and skills you need for crafting your credit union’s policies and procedures?

The challenge of policy writing can be a daunting and demanding task, especially if your credit union is limited by staff size or access to policy-writing resources. This webinar is designed to help small credit unions that may have such limitations, but larger credit unions will also benefit as credit union compliance expert Mary-Lou Heighes answers these and other questions:

  • What is the difference between policies and procedures?
  • What are the basic elements of a policy?
  • Which policies do you need to have, and which are just nice to have?
  • Once a policy or procedure is created, what must you do to maintain it?

Plus, you will follow the development of a policy from start to finish!

If there is a particular policy or procedural issue you would like the speaker to discuss, or if you would like to examine a certain policy, you may email the speaker in advance at mheighes@cuaskme.com.

Who should attend?
This webinar is particularly appropriate for smaller credit unions, but larger credit unions may also find the program content to be pertinent to their needs.

  • Board of Directors                       
  • CEOs
  • Senior Management
  • Volunteers
  • Human Resource Staff
  • Operations Officers
  • Compliance Officers       

Meet the presenter Mary-Lou Heighes:
Mary-Lou Heighes, CUCE, is President and founder of Compliance Plus, Inc., which helps credit unions large and small with the development of compliance programs. She provides compliance training all over the country for various state leagues and credit unions, and also speaking at numerous credit union conferences throughout the country. Mary-Lou has been an instructor at Regulatory Compliance Schools, conducts dozens of webinars for credit union related organizations throughout the country, and has written articles for Credit Union Magazine. For the past eight years, she has also spent many long hours drafting, rebutting, and advising on legislative issues at the state and federal level.

Mary-Lou has been involved in the credit union movement since 1989. She spent five years working in credit unions and seven years providing compliance assistance through the Information Hotline and writing and editing TIPs bulletins advising credit unions to changes to regulations affecting credit union business.

  This webinar is particularly appropriate for smaller credit unions, but larger credit unions may also find the program content to be pertinent to their needs. • Board of Directors • CEOs • Senior Management • Volunteers • Human Resource Staff • Operations Officers • Compliance Officers
Registration Investment: Power Learner Passport - (click for details)
$189 League members ARCHIVE
$331 for Non-League Members
   


Your first class ticket to Internet training, eTrain is designed just for credit unions. You and your staff don’t even have to leave your office; the training comes to you! An Internet connection and a separate phone line is all you need!

eTrain Webinars are a convenient and cost effective way of bringing quality education to your credit union. The PowerPoint slides are delivered through the Internet, and the audio portion of the program is delivered through your computer or a separate phone line.

eTrain’s Webinar Series: Quality education brought to your credit union at a low cost.

Want to know more about all the upcoming eTrain webinars?
Just call the League at (800) 472-1702, option 2.

   

ARCHIVED WEBINAR PURCHASING REQUEST
You are registering for an archived audio/visual presentation. Simply complete the registration information below and submit. Please make sure all of your information is complete and accurate. You will receive a confirmation email letting you know that your registration has successfully been submitted.

Your program’s link and handout will be emailed to the email address on your registration within two (2) business days after we receive your registration. You may view the archive as many times as you want for 60 days after you receive the program link.

Please remember that webinars are sold per Internet/phone connection. Unauthorized distribution of links and passwords may result in additional costs per connection.